Taft-Hartley Plans & Investment Solutions
Pair your union with an equally strong and stable financial institution.
Taft-Hartley Overview
Give your union an investment plan worthy of its members.
Whether it’s adjusting to regulations or managing benefit plans, unions face unique challenges when it comes to their investments. At PNC Institutional Asset Management®, we have a history of working with unions to create investment solutions that can lead to brilliant benefits for its members.
Watch the video to find out what our brilliantly boring investment philosophy can do for your union.
Video: I AM Taft Hartley Solutions
Customized Taft-Hartley Solutions
PNC is a strategic advisor with dedicated professionals who specialize in Taft-Hartley funds. We stay on top of the latest regulatory trends and best practices for Taft-Hartley plans, and work diligently to help meet your specific return objectives — all to help you deliver for your membership.
Just as no two unions are alike, no two benefit plans are alike. That’s why we consult with you to understand your union’s unique needs, tailor a solution that fits, and provide proprietary reporting tools that can be customized to function the way that works for you and your trustees. As one of the nation’s largest financial institutions, we offer a full suite of services to help meet your needs, including deposit banking, lending and treasury management.
Our union clients turn to PNC for the proven experience of our professionals with:
- Defined benefit plans
- Health and welfare funds
- Defined contribution plans
- Apprenticeship and training funds
- Operating assets
The Tower at PNC Plaza: Built with 100% Union Labor
We support unions not just as clients, but also as essential members of our community. Our 33-story, 800,000-square-foot headquarters in Pittsburgh, Pennsylvania, was completed in 2015. This $300 million project created approximately 2,500 temporary construction jobs with nearly 20% of the budget awarded to women- and minority-owned contractors.
By hiring skilled union members, we are proud to call “home” a LEED® Platinum building that is one of the greenest office towers in the world.
Soluciones de planes de jubilación
Our proven retirement plan experience can help to improve member satisfaction while reducing your organization’s risk and fiduciary responsibility.
Outsourced Chief Investment Officer (OCIO) Solutions for Corporations
From dynamic portfolio analysis to custom cash solutions, to asset liability matching for benefit plans, PNC’s OCIO team can help you improve decision-making, gain greater financial stability and achieve your strategic goals.
Outsourcing your investment management to PNC can simplify your job by taking investment strategy off your plate, and reduce your fiduciary liability by delegating some or all responsibility to your PNC advisor — all of which allows you more time to focus on your members’ needs.
Liquidity and Fixed Income Management
Our suite of fixed income solutions is designed to help you reach your investment goals related to liquidity management, portfolio risk optimization and total return. Our team can craft separately managed fixed income accounts that are tailored to meet your unique objectives through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank.
Rather than using a product-based approach, PCA uses a solutions-based perspective, helping you benefit from the discipline and risk-focused advice of an experienced team that delivers:
- Liquidity solutions for pursuing yield and return goals while also managing the cadence of cash flows
- Custom solutions that are tailored to your specific needs and objectives
- Broad market portfolios that utilize traditional fixed income strategies and benchmark-based objectives for total return
Custody Solutions
With a thorough understanding of changing government regulations, PNC delivers comprehensive custody solutions to support the safekeeping of plan assets, with the flexibility to deliver services when you need them most — all through a single point of contact. And with our advanced I-Hub system, you have 24-hour online access to account information and processing, as well as instant access to all custody data.
Ideas, perspectivas y soluciones
Tome decisiones informadas y saque el máximo provecho de su empresa con perspectivas de los profesionales de PNC sobre los principales problemas financieros.
Obtener perspectivas sobre el mercado
Panorama económico: Lo que debe saber sobre los indicadores claves
Obtenga perspectivas con respecto a cómo las condiciones económicas actuales pueden afectar a su empresa ahora y en los próximos meses.
Mercados financieros
Panorama del mercado global: mayo de 2025
El panorama del mercado global presenta una revisión de los operadores del mercado, los acontecimientos económicos y otros temas importantes con perspectivas viables de los inversionistas.
Administrar empresas sin fines de lucro
Cuatro estrategias para incrementar la recaudación de fondos con donantes inexplorados
Descubra cuatro estrategias innovadoras para incrementar la recaudación de fondos involucrando a donantes inexplorados.
Recursos relacionados
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If you are an active, former or retired PNC employee seeking pension or other benefit information, visit the PNC Benefits Website.